Success-Oriented Services

We partner with our clients every step of the way to achieve the desired results.

Services

Accounting & Assurance
  • Accounting & Bookkeeping
  • Agreed-upon Procedures
  • Bankruptcy Accounting
  • Employee Benefits Plan Audits
  • Financial Projections
  • Internal Controls Review
  • Payroll Services
  • QuickBooks Training & Consulting
  • Business Consulting
  • Interim CFO/Controller
  • Sales & Use Tax Reporting
Technology Consulting
  • Strategic Planning
  • Technology Assessments
  • Backup and Disaster Recovery
  • Accounting Software and Systems
  • Email Migration and Upgrades
  • Network Design and Maintenance
  • Server Virtualization and Upgrades
  • Information Retention Planning
  • Help Desk and Staff Support
  • Technology Training

Tech Consulting Site

Tax Services
  • IRS Issues
  • Sales and Use Tax Consultation
  • Tax Provision Preparation
  • Employee Benefit Plan Consultation
  • Gift Tax Return
  • Trust Tax Return
  • Estate Tax Return
  • State & Local Taxation
  • Entity Selection
  • Ownership and Business Structure
  • Tax Deferral and Mitigation Strategies
  • Succession Planning
  • Integrated Tax & Investment Advisory Planning
  • Estate Planning
  • Tax Credit Incentives
  • R&D Tax Credits
  • Cost Segregation Studies
Specialized Services
  • Cash Flow Analysis
  • Key Employee Compensation Plans
  • Buy/Sell Agreements
  • Peer Review
  • Retirement Plan Design & Administration
Merger & Acquisitions
  • Due Diligence
  • Tax Planning
  • Transaction Structure
Litigation, Forensic and Valuations
  • Litigation Support
  • Fraud Investigation
  • Business Valuations
Wealth Management
  • Investment Management
  • Wealth Transfer Planning
  • Retirement Planning
  • College Funding for children
  • Insurance Plan Review
    (LTC/life/disability)

Wealth Management Site